Finance Approval Rules eLearning Workshop
1 hour 8 minutes
Learn how to set up and work with finance approval rules.
Topics:
- Enable approver selection
- Use backstop approvals
- Level approvals and self approvals
- View General Ledger (G/L) setup
- View approvals
- Learn how different rules can be used for various documentation
- Use approval groups to cascade approvals correctly
- Reduce the number of rules and approval groups
- Things to consider for optimized migration from 2016 to 365
- Approval rules amount versus budget
See also
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